Unable to export the Prospect Rating information based on the Category instead of the Source

When exporting prospect rating information, the Category is not available as a field sort by, or pull specific information from. Only the Source is available to pull specific information or sort by. You can export out all the fields for the Ratings but you can only pull specific information based on Source. 
Alternative Solution:
You can export out the fields you would like and sort them in Microsoft Excel.

To export, refer to How to export prospect ratings.

OR

Refer to How to export a specific rating to export this information from a report.

OR
If you have RE NXT, you can build a Constituent List and filter or output a specific rating as needed.

1. Login to NXT Web View 
2. Go to Lists>Constituents 
3. You'll be in a new list or an existing list, you can create a new list by clicking the plus sign 
4. Click the Filter button, it looks like a funnel 
5. Select Wealth & ratings on the Left 
6. Add the filters you want (you can use the Wealth Ratings with Stars or next Ask amount or click the Rating link under Custom Ratings and select something more specific for your needs.
7. In the results, certain columns are already included.  Click the icon next to the filter (funnel) that looks like a book and add some additional columns that meet your needs.


 

Environment

 Raiser's Edge
 7.91

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